Summit Financial’s Progressive PGR Stock Holding History

Summit Financial’s Portfolio PGR Stock Details PGR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.09M	Buy	5,523 +2,203	+66%	+$455K	0.01%	744
2025 Q4	$756K	Sell	3,320 -2,969	-47%	-$670K	0.01%	757
2025 Q3	$1.55M	Sell	6,289 -84	-1%	-$20.7K	0.02%	533
2025 Q2	$1.7M	Buy	6,373 +1,477	+30%	+$405K	0.04%	320
2025 Q1	$1.39M	Buy	4,896 +224	+5%	+$58.6K	0.04%	316
2024 Q4	$1.12M	Buy	4,672 +333	+8%	+$83.8K	0.04%	296
2024 Q3	$1.1M	Buy	4,339 +668	+18%	+$155K	0.04%	242
2024 Q2	$763K	Buy	3,671 +2,565	+232%	+$537K	0.03%	266
2024 Q1	$229K	Sell	1,106 -1,049	-49%	-$195K	0.01%	352
2023 Q4	$343K	Buy	+2,155	New	+$337K	0.02%	283
2022 Q2	–	Sell	-2,002	Closed	-$228K	–	249
2022 Q1	$228K	Buy	+2,002	New	+$217K	0.02%	237

Other funds holding PGR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Summit Financial's PGR Position: Q1 2026 in Review

Summit Financial increased its Progressive (PGR) stake by 66% in Q1 2026, buying an estimated $455K and bringing the position to 5,523 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #744.

Summit Financial first reported a position in PGR in Q1 2022 and has held it in 11 quarters since. The position peaked at $1.7M in Q2 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

Summit Financial held 5,523 shares of Progressive worth $1.09M as of Q1 2026.
Summit Financial bought 2,203 Progressive shares in Q1 2026, an estimated $455K.
Progressive made up 0.01% of Summit Financial's portfolio in Q1 2026, its #744 holding.
Summit Financial first reported a position in Progressive in Q1 2022 and has held it in 11 quarters since.
Summit Financial's Progressive position peaked at $1.7M in Q2 2025.
1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.